Steve Grzelka, CFP®

Financial Advisor at Vision Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Syracuse-Auburn Area

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Experience

  • Vision Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • May 2016 - Present

      Syracuse, New York Area

  • Pinnacle Family of Companies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor, Assistant Vice President
      • Feb 2014 - May 2016

      Syracuse, New York Area

  • Solvay Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • Assistant Vice President, Trust & Investment Officer
      • Apr 2006 - Jan 2014

      Syracuse, NY Registered with Cadaret, Grant and Co., Inc. Member FINRA/SIPC. Investment products are not deposits, are not FDIC insured, and have no bank guarantee – May lose value.

Education

  • Colgate University
    1998 - 2002
  • West Genesee High School
    1994 - 1998

Community

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